Jessie joined Circle Wealth Partners as Executive Assistant in March 2022, supporting co-directors Kevin and Matthew with diary management, investment processing and client communications. Now as Operations Manager Jessie manages all operational aspects of the day-to-day running of Circle Wealth. Jessie works closely with the wider team of support staff ensuring first class service is provided to all clients.
Jessie has over ten years’ experience in client-facing roles including as an event manager and practice manager of a dental practice.